Gregory Anderson
Advisor at Edward Jones
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Edward Jones
Location
Spring Branch, TX 78070-5165
Credentials
Series 66
Industry experience
13 years
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Work history
Edward Jones
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Is not active or affiliated with:
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Tony D
CFP®, Series 63, Series 65
Bulverde, TX
Fidelity
Tony Dolan is a Vice President and Financial Consultant at Fidelity Investments. He has been with Fidelity since 2016, progressing through roles including Investment Consultant and Financial Consultant. Prior to joining Fidelity, Tony held various positions in wealth management and financial planning at USAA from 2009 to 2016, and he began his career as a Regional Consultant at ING Funds from 2006 to 2009. With over 18 years of experience in the financial services industry, Tony specializes in tax efficient investment, retirement, and financial protection strategies. He works closely with individuals, families, and professionals to understand their unique situations, goals, and concerns in order to develop tailored financial plans. Tony holds an Arkansas Insurance License. Outside of his professional work, he enjoys beach activities, football, outdoor adventures, photography, and traveling.
Sheila P
Series 63, Series 65
Canyon Lake, TX
Edward Jones
Michael M
CFP®, Series 63
Wimberley, TX
Edward Jones
Paul B
Series 66
Spring Branch, TX
Edward Jones
Adam R
Series 66
New Braunfels, TX
Edward Jones
James L
Series 66
Spring Branch, TX
Edward Jones
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